JWM
Jackson Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41M | Sell |
199,737
-1,564
| -0.8% | -$321K | 4.46% | 5 |
|
|
2025
Q1 | $44.7M | Sell |
201,301
-1,000
| -0.5% | -$222K | 5.43% | 4 |
|
|
2024
Q4 | $50.7M | Buy |
202,301
+4,660
| +2% | +$1.17M | 5.74% | 4 |
|
|
2024
Q3 | $46.1M | Buy |
197,641
+87,887
| +80% | +$20.5M | 5.5% | 5 |
|
|
2024
Q2 | $23.1M | Sell |
109,754
-88,207
| -45% | -$18.6M | 4.96% | 4 |
|
|
2024
Q1 | $33.9M | Buy |
197,961
+4,798
| +2% | +$823K | 4.24% | 6 |
|
|
2023
Q4 | $37.2M | Buy |
193,163
+748
| +0.4% | +$144K | 4.9% | 5 |
|
|
2023
Q3 | $32.9M | Sell |
192,415
-1,342
| -0.7% | -$230K | 4.71% | 4 |
|
|
2023
Q2 | $37.6M | Buy |
+193,757
| New | +$37.6M | 5.52% | 3 |
|
|
2023
Q1 | – | Sell |
-210,678
| Closed | -$27.4M | – | 130 |
|
|
2022
Q4 | $27.4M | Sell |
210,678
-36,349
| -15% | -$4.72M | 10.06% | 2 |
|
|
2022
Q3 | $34.1M | Buy |
247,027
+155,676
| +170% | +$21.5M | 6.72% | 1 |
|
|
2022
Q2 | $12.5M | Sell |
91,351
-80,606
| -47% | -$11M | 5.79% | 4 |
|
|
2022
Q1 | $30M | Sell |
171,957
-4,230
| -2% | -$739K | 4.17% | 4 |
|
|
2021
Q4 | $31.3M | Buy |
176,187
+725
| +0.4% | +$129K | 3.96% | 3 |
|
|
2021
Q3 | $88K | Sell |
175,462
-67,700
| -28% | -$34K | 1.07% | 25 |
|
|
2021
Q2 | $33.3M | Buy |
243,162
+27,454
| +13% | +$3.76M | 4.21% | 4 |
|
|
2021
Q1 | $26.3M | Sell |
215,708
-23,302
| -10% | -$2.85M | 3.95% | 6 |
|
|
2020
Q4 | $31.7M | Sell |
239,010
-2,697
| -1% | -$358K | 4.32% | 6 |
|
|
2020
Q3 | $28M | Buy |
241,707
+184,188
| +320% | +$21.3M | 4.19% | 6 |
|
|
2020
Q2 | $21M | Buy |
57,519
+2,451
| +4% | +$894K | 3.73% | 6 |
|
|
2020
Q1 | $17.4M | Sell |
55,068
-6,835
| -11% | -$2.15M | 3.63% | 5 |
|
|
2019
Q4 | $19.7M | Buy |
61,903
+18,515
| +43% | +$5.89M | 3.27% | 5 |
|
|
2019
Q3 | $9.98M | Buy |
43,388
+3,553
| +9% | +$817K | 2.09% | 8 |
|
|
2019
Q2 | $8.14M | Buy |
39,835
+727
| +2% | +$148K | 1.77% | 12 |
|
|
2019
Q1 | $7.43M | Buy |
39,108
+1,325
| +4% | +$252K | 1.82% | 15 |
|
|
2018
Q4 | $5.37M | Sell |
37,783
-47,014
| -55% | -$6.68M | 1.61% | 15 |
|
|
2018
Q3 | $19.1M | Sell |
84,797
-53,223
| -39% | -$12M | 4.03% | 4 |
|
|
2018
Q2 | $26.9M | Buy |
138,020
+75,195
| +120% | +$14.6M | 6.26% | 2 |
|
|
2018
Q1 | $10.8M | Buy |
62,825
+7,894
| +14% | +$1.35M | 3.01% | 6 |
|
|
2017
Q4 | $9.58M | Buy |
54,931
+2,121
| +4% | +$370K | 2.43% | 9 |
|
|
2017
Q3 | $8.23M | Buy |
52,810
+10,750
| +26% | +$1.68M | 2.23% | 11 |
|
|
2017
Q2 | $6.31M | Buy |
42,060
+5,007
| +14% | +$751K | 2% | 11 |
|
|
2017
Q1 | $5.31M | Sell |
37,053
-1,734
| -4% | -$249K | 1.92% | 11 |
|
|
2016
Q4 | $4.65M | Sell |
38,787
-202
| -0.5% | -$24.2K | 1.82% | 11 |
|
|
2016
Q3 | $4.58M | Buy |
38,989
+3,153
| +9% | +$370K | 1.73% | 11 |
|
|
2016
Q2 | $3.43M | Buy |
35,836
+4,002
| +13% | +$383K | 1.27% | 16 |
|
|
2016
Q1 | $3.5M | Sell |
31,834
-103
| -0.3% | -$11.3K | 1.35% | 12 |
|
|
2015
Q4 | $3.19M | Buy |
31,937
+332
| +1% | +$33.2K | 1.26% | 17 |
|
|
2015
Q3 | $3.49M | Buy |
31,605
+24,219
| +328% | +$2.67M | 1.25% | 21 |
|
|
2015
Q2 | $920K | Sell |
7,386
-1,284
| -15% | -$160K | 0.31% | 82 |
|
|
2015
Q1 | $1.08M | Buy |
+8,670
| New | +$1.08M | 0.35% | 81 |
|